MA
DOCU

Mutual Advisors’s DocuSign DOCU Stock Holding History

Mutual Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,779
Closed -$551K – 989
2023
Q2 		$551K Sell
10,779
-1,379
-11% -$73K 0.02% 609
2023
Q1 		$709K Sell
12,158
-393
-3% -$23.4K 0.03% 524
2022
Q4 		$696K Sell
12,551
-1,343
-10% -$65.4K 0.03% 507
2022
Q3 		$743K Buy
13,894
+885
+7% +$55.5K 0.04% 448
2022
Q2 		$746K Buy
13,009
+265
+2% +$21.5K 0.05% 421
2022
Q1 		$1.36M Sell
12,744
-172
-1% -$19.7K 0.08% 284
2021
Q4 		$1.97M Buy
12,916
+10,574
+451% +$2.41M 0.1% 232
2021
Q3 		$603K Sell
2,342
-775
-25% -$223K 0.04% 492
2021
Q2 		$871K Sell
3,117
-70
-2% -$15.7K 0.05% 388
2021
Q1 		$645K Sell
3,187
-253
-7% -$58.7K 0.04% 430
2020
Q4 		$765K Buy
3,440
+385
+13% +$86.5K 0.06% 382
2020
Q3 		$658K Buy
+3,055
New +$634K 0.06% 354
2018
Q4 		– Sell
-8,747
Closed -$460K – 443
2018
Q3 		$460K Buy
+8,747
New +$496K 0.07% 292

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mutual Advisors's DOCU Position: Q3 2023 in Review

Mutual Advisors sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 10,779 shares — an estimated $551K sold.

Mutual Advisors first reported a position in DOCU in Q3 2018 and held it in 13 quarters. The position peaked at $1.97M in Q4 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Mutual Advisors reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Mutual Advisors sold 10,779 DocuSign shares in Q3 2023, an estimated $551K.
  • Mutual Advisors first reported a position in DocuSign in Q3 2018 and held it in 13 quarters.
  • Mutual Advisors's DocuSign position peaked at $1.97M in Q4 2021.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.